Feature Checklist

Software Features
- eHR
  - Basic Info
    - Names, Common Names, Prefix, Suffix, Address
    - Company, Payroll, Location
    - Phone (x5), Email, Other Contact
    - SSN, DoB, Marital, Dependents
    - Notes
    - *Ethnicity, *Nationality, *Gender, *Disabled *if appropriate
  - Emergency Contacts (Unlimited)
    - Relationship
    - Phone (x2)
    - Address
  - Property Loans (Unlimited)
    - Item, Description, Check Out, Check In
  - Medical Records
    - Physical, Blood Type, Donor, Notes
    - Last / Next Medical
    - Allergies
    - Chronic Conditions
    - Fitness Program Participation
    - Medical Exam Records
  - Benefits
    - Effective Dates, Enrollment Approved
    - Auto deduction Tracking
    - Employer Contribution
    - Premium Amount, Rate Level
    - Chose to Decline
    - Notes, Approved, Cosigned
  - Compensation
    - Change Percent / Amount Records (unlimited)
    - Approved, Reason
    - Standard Hours, Frequency, Rate, Premium
    - Other Compensation
      - Type, Date
      - Amount
      - Approved By, Reason
      - Notes
    - Notes, Approved, Cosigned
  - Dependents
    - Full Name
    - Relationship
    - DoB, Gender, SSN
    - Data Verified
    - Notes
  - Experience
    - Employer, From/to
    - Job Title, Supervisor
    - Reason Left
    - Responsibilities
    - Data Verified
    - Notes
  - Qualifications
    - School, Degree
    - Graduated, Date, Years
    - GPA
    - Notes
    - Data Verified
  - Status
    - Effective Date
    - Notes
    - Approved
  - Absences (unlimited)
    - Date
    - Description
    - Total Days
    - Approved
- EasyTrak
  - Scheduling
    - Master Rotation by Crew / Employee
    - Automatic Working Schedule by Crew / Employee
    - Scheduled Absence Management and Calendar
    - Automatic Schedule Exception Alerts
    - Excel Export
    - Call-In/Out Management and Documentation
  - DeskClient
    - Windows / Mac / Linux client
    - Automatic Updates
    - Timesheet Editing Off-line and Connected
    - Background sync. with EasyTrak Server
    - Local 'My Time' Reporting
    - Local access to all Server-Side Reporting
    - Integrated To-Do List Management
    - To-Do Prioritization and Reminders
    - Automatic Alerts when a Code expires
  - Mobile
    - Swipe On, Swipe Off
    - Swipe On to Job
    - Updated Jobs List from EasyTrak Server
  - Time
    - Shifts, Breaks (Unlimited)
    - Attendance and Absence Codes (Unlimited)
    - Rules for Grace and Rounding (Unlimited)
    - Jobs / Customers / Charge Codes (Unlimited)
    - Business Rules automatically applied
    - Automatic Business Rule Exception Alerts
    - Fully Customizable Business Rules
    - Interactive Worksheet Time Summary
    - On-screen drill-down for Time Detail
    - On-screen drill-down to Individual Swipes
    - Automatic Holiday Management
    - Easily Customizable Payroll Import file
    - Customizable Dashboard 'Heads-Up' Display
    - Ahead-Behind Reports vs. Budget Hours / Dollars
    - Multiple Jobs Time Allocation
    - Multiple Employee Team Time Allocation
  - Attendance
    - 'Who's on site now' with Phone Numbers
    - Automatic Scheduled Absence Management
    - Minutes Late / Early by Employee, Department
    - Attendance by Day of Week
    - Attendance by Month / Day / Year
    - Attendance by Absence Code
    - Attendance vs. Peers
    - Perfect Attendance
  - Job Costing
    - Printable Bar Coded Shop Traveler with Picture
    - Rate Codes per Crew or per Employee (unlimited)
    - Rate Code History (18 Generations)
    - Crosstab Cost Analysis
      - Job Number, Activity
      - Employee
      - Date, Pay Code, Pay code Type
      - Total Time, Count Records, Average Duration
      - Drill-down to Individual Work Records
- EPM360
  - Career Planner
    - 'My' position by date, unlimited steps
  - Performance Gap Analyzer
    - Roll-Up and Individual Gaps
      - Person vs. Position
      - Person vs. Person
      - Position vs. Position
  - 'My Colleague' Networking Profiles
  - Reporting Relationships (unlimited)
    - Organization Chart
    - Assignments by Date
    - Succession Plan
    - Development Plan
  - Positions (Hierarchical)
    - Independent of Employee Reporting Relationships
    - Metric Profile (Performance Plan)
    - Group based on functional similarity
    - Group based on operational similarity
  - View 'My Employee Reports'
    - Performance Profile, Last Review
    - Position Performance Plan
    - Performance Gap Analysis
  - Search / Rank based on Performance Profile
    - Search for Expert (best single-metric performance)
    - Search for Coach (best overall performance)
    - Search for Most Similar Profile
    - Search for Mentor (closest to 'My' Career Profile)
  - Job Description
    - Requirements
    - Title, ID, Reports To, Classification, Dept, Division
    - Description, Function, Duties/Responsibilities
    - Additional Responsibilities, Qualifications
    - Authority, Approved By, Last Modified
  - Performance Metrics (unlimited, hierarchical)
    - Defining Questions (unlimited per Metric)
  - Employee Performance Notes
    - ad-hoc 'Note to file'
    - Discplinary Note, Approved, Posted
  - Customizable Dashboard 'Heads-Up' Display
  - Schedule Reviews at a Future Date (unlimited)
    - Choose a Start - Remind - Close Schedule
    - Automatic clickable Invite / Reminder messages
    - Complete Review without requiring Log-in
  - Search for Position Vacancies
  - Review Writer
    - Searchable Library of Performance Descriptors
    - Customize Review Content on-screen
    - Open in Word Processor format
    - Integrated chart and picture graphics
    - Custom Weightings per Metric and per Reviewer
- Starpoint
  - Personal Action Plan
    - Anchored to Corporate Goals
    - Balanced by Personal Work-Life Objectives
    - Hierarchical drill-down
  - Draft and Gain Approval for Goals
  - Upload from Excel or Edit in Place
  - Tasks per Goal
    - Deliverables, 'By When'
    - Progress
    - Priority
  - Weekly Work-out Log Report
  - Goal Development History
- Import / Export / Report
  - DataClient
    - Universal 3rd Party Interfacing
      - Automatic Scheduled Data Import
      - Automatic Scheduled Data Export
    - Screenbot
      - Scripts to emulate key strokes
      - Automatic Scheduled Key Punching
  - Reporting Engine
    - Custom Report Designer
    - On-screen, PDF, CSV, TSV, XML format
  - Custom Data Export Designer
    - Save by Name, Re-use with One Click
    - Embed Directly into External Applications
    - Full Access to Database Tables
- Message Centre
  - Direct Message other Employees
  - Search Message History
  - Personal Message Folders
  - Publish Feeds - other Employees Subscribe
  - Subscribe to other Employees' Feeds
  - Subscribe to System Alert Feeds
    - EasyTrak
      - Scheduling Alerts
      - Time Exceptions
      - Attendance Late Arrivals
      - Attendance Absences
      - New Job Code Added
      - Job Code Closed
    - EPM360
      - Review Completed
      - Review Overdue
  - Receive Messages by Email
  - Receive Alerts by SMS
  - Messages according to Schedule from Template
- Custom Screen Designer
  - On-screen Form Design
  - Map to any Database Data
  - Fine-grained User Interface Design
- Language Tools
  - User Content in Five Languages
  - Edit Localization Interactively
Hardware / Firmware Features
- Mini-Kiosk
  - Any combination of Biometric, RFID and Keypad auth.
  - Ultra Low Power Consumption
  - Up to 12 Job Codes
- Shop Kiosk
  - 'My Timecard'
  - 'My Schedule' - upcoming Shifts
  - Job Codes (unlimited)
  - Activity Codes (unlimited)
  - Fully Configurable Firmware Stack
  - Bar Code, RFID Reader Support
  - Team Swipe On / Off (Unlimited Teams)
  - Multiple Concurrent Job Log On
  - Custom Messaging per Employee
  - Configurable User Interface
  - WiFi Support
  - EasyTrak Mobile Support
  - Web Administration Panel
- Accessories
  - Horn
    - Adjustable to 103dB
    - Low voltage
    - Customizable Sound Events (unlimited number)
  - Bar code reader
    - Ruggedized and Drop-Proof
    - Direct Interface to Shop Kiosk
    - Reliable CMOS Rapid Read-at-a-Distance
  - RFID
    - Rapid Read, up to 15cm Distance
    - Key-fob Tags Convenient for Key Chain